Select Engagements Newly formed ESOPacquired 100% interestFinancial OpinionLearn moreESOP Acquired 100% Interest Financial Opinion has become100% ESOP ownedFinancial OpinionLearn moreDienen, Inc.Newly formed ESOPacquired 100% interestFinancial OpinionMerger of 100%ESOP-owned companiesFinancial OpinionNewly formed ESOPacquired 100% interestFinancial OpinionNewly formed ESOPacquired a minority interestFinancial OpinionNewly formed ESOPacquired 100% interestFinancial OpinionNewly formed ESOPacquired a minority interestFinancial OpinionNewly formed ESOPacquired a minority interestFinancial OpinionNewly formed ESOPacquired 100% interestFinancial OpinionSale of the Company toNFP Corp.Financial OpinionESOP acquired a controllinginterest to become 100% ESOPFinancial OpinionNewly formed ESOPacquired 100% interestFinancial OpinionESOP acquired acontrolling interestFinancial OpinionSale of the Company toTectum Holdings, Inc.Financial OpinionNewly formed ESOPacquired 100% interestFinancial OpinionESOP acquireda minority interestFinancial OpinionESOP acquireda minority interestFinancial OpinionSale of the Company toDot Family Holdings &Svoboda Capital PartnersFinancial OpinionSale of the Company toSpring Communications Holding, Inc.,a subsidiary of GameStopFinancial OpinionNewly formed ESOPacquired a minority interestFinancial OpinionSale of the Companyto Pratt Industries, Inc.Financial OpinionAcquisition ofFAST Manufacturing, Inc.Financial Opinion« PrevNext »Ask the expertContact Steve Nelson for more information on Solvency OpinionsSteve Nelson > > Feature Body: Whether to help mitigate the risk of fraudulent transfer or to provide company management with analysis as to the cash flow/equity cushion from ongoing operations, an independent analysis of solvency enhances the review of any leveraged transaction or contemplated distribution. Chartwell’s foundation for rendering solvency and related opinions is based on the decades of valuation and merger and acquisition consulting experience required by attentive boards of directors and leading lenders. Typical solvency opinion engagements include: Leveraged transactions Dividend distributions Corporate spin-offs Debt refinancing/restructuring Stock redemptions Pro-Tec Fairness Newly formed ESOPacquired 100% interestFinancial OpinionLearn more Company logo: Smith Seckman Reid ESOP Acquired 100% InterestFinancial Opinion Company logo: Diamond Line 2016 Fairness has become100% ESOP ownedFinancial OpinionLearn more Company logo: Dienen Fairness Newly formed ESOPacquired 100% interestFinancial Opinion Title text: Dienen, Inc.Company logo: Fargo Hose Fairness Merger of 100%ESOP-owned companiesFinancial Opinion Company logo: Schmitty & Sons Fairness Newly formed ESOPacquired 100% interestFinancial Opinion Company logo: Norco Fairness Newly formed ESOPacquired a minority interestFinancial Opinion Company logo: City Auto Glass Fairness Newly formed ESOPacquired 100% interestFinancial Opinion Company logo: ArcherPoint Fairness Newly formed ESOPacquired a minority interestFinancial Opinion Company logo: Eich Motor Company Newly formed ESOPacquired a minority interestFinancial Opinion Company logo: Impact Innovations Newly formed ESOPacquired 100% interestFinancial Opinion Company logo: Thoits Sale of the Company toNFP Corp.Financial Opinion Company logo: Litehouse ESOP acquired a controllinginterest to become 100% ESOPFinancial Opinion Company logo: The Bernard Group Newly formed ESOPacquired 100% interestFinancial Opinion Company logo: NRS ESOP acquired acontrolling interestFinancial Opinion Company logo: Retrax Sale of the Company toTectum Holdings, Inc.Financial Opinion Company logo: Casino Queen Newly formed ESOPacquired 100% interestFinancial Opinion Company logo: Helsing Group ESOP acquireda minority interestFinancial Opinion Company logo: Mann Lake ESOP acquireda minority interestFinancial Opinion Company logo: Grabber Sale of the Company toDot Family Holdings &Svoboda Capital PartnersFinancial Opinion Company logo: Parrot Cellular Sale of the Company toSpring Communications Holding, Inc.,a subsidiary of GameStopFinancial Opinion Company logo: Brin Glass Newly formed ESOPacquired a minority interestFinancial Opinion Company logo: RMP Sale of the Companyto Pratt Industries, Inc.Financial Opinion Company logo: WASP Acquisition ofFAST Manufacturing, Inc.Financial Opinion Company logo: Service Category: Transaction Opinions Steve Nelson, ASA Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 steve.nelson@chartwellfa.com V-card PRESENT POSITION Steve leads Chartwell’s Valuation and Transaction Opinions practice. He has provided financial advisory services to privately held companies for over 25 years and is an expert on valuation issues related to Employee Stock Ownership Plans. He also advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues, mergers & acquisitions, divestitures, and general corporate related purposes. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of both The ESOP Association and the National Center for Employee Ownership, as well as a member of the Valuation Advisory Committee of The ESOP Association. He has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors. Steve is designated as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers, and is a past President of the Twin Cities Chapter of the ASA. He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell in 2002, Steve was part of the valuation services group at Hawthorne Financial Advisors. Steve holds a Bachelor of Arts degree in finance from the University of St. Thomas.
Dienen Fairness Newly formed ESOPacquired 100% interestFinancial Opinion Title text: Dienen, Inc.Company logo:
Grabber Sale of the Company toDot Family Holdings &Svoboda Capital PartnersFinancial Opinion Company logo:
Parrot Cellular Sale of the Company toSpring Communications Holding, Inc.,a subsidiary of GameStopFinancial Opinion Company logo:
Steve Nelson, ASA Steve Nelson, ASA Managing Director Dallas, TX 612-230-3131 steve.nelson@chartwellfa.com V-card PRESENT POSITION Steve leads Chartwell’s Valuation and Transaction Opinions practice. He has provided financial advisory services to privately held companies for over 25 years and is an expert on valuation issues related to Employee Stock Ownership Plans. He also advises clients on a wide variety of corporate finance, valuation, tax, and fairness issues, mergers & acquisitions, divestitures, and general corporate related purposes. Steve has performed valuations as a court-appointed appraiser and provided expert witness testimony. His opinions have consistently withstood scrutiny by the Internal Revenue Service and the Department of Labor. MEMBERSHIPS & DESIGNATIONS Steve is an active member of both The ESOP Association and the National Center for Employee Ownership, as well as a member of the Valuation Advisory Committee of The ESOP Association. He has written articles and made various presentations on valuation and ownership transition for a variety of professional groups and boards of directors. Steve is designated as an Accredited Senior Appraiser in Business Valuation by the American Society of Appraisers, and is a past President of the Twin Cities Chapter of the ASA. He is a registered representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 63 and 79 licenses. PRIOR EXPERIENCE & EDUCATION Prior to joining Chartwell in 2002, Steve was part of the valuation services group at Hawthorne Financial Advisors. Steve holds a Bachelor of Arts degree in finance from the University of St. Thomas.